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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
1026
Renasant Bank
Mississippi
$353K -$98.5K -2,047 -20%
DSN
1027
D. Scott Neal
Kentucky
$351K – – –
FNFDCM
1028
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$351K +$12K +250 +3%
VFP
1029
Verus Financial Partners
Virginia
$350K -$40K -831 -9%
NGA
1030
Naples Global Advisors
Florida
$349K +$19.2K +399 +5%
MWM
1031
Madison Wealth Management
Ohio
$348K -$4.86K -101 -1%
CLOS
1032
Compagnie Lombard Odier SCmA
Switzerland
$348K – – –
CAM
1033
Cozad Asset Management
Illinois
$346K -$79.4K -1,650 -17%
APG
1034
Abacus Planning Group
South Carolina
$346K -$9.67K -201 -2%
CCA
1035
Childress Capital Advisors
Texas
$340K +$368K +7,655 New
AC
1036
ASB Consultores
Florida
$339K – – –
SWM
1037
Spire Wealth Management
Virginia
$337K -$758K -15,761 -67%
GAM
1038
Gemmer Asset Management
California
$335K +$3.51K +73 +1%
WWMSC
1039
Wagner Wealth Management (South Carolina)
South Carolina
$333K -$4.57K -95 -1%
SFM
1040
Systematic Financial Management
New Jersey
$333K – – –
RFA
1041
Resurgent Financial Advisors
Georgia
$333K +$368K +7,642 New
IGWM
1042
ICA Group Wealth Management
Colorado
$331K +$2.26K +47 +0.6%
ECM
1043
Evergreen Capital Management
Washington
$329K -$32.3K -671 -8%
DE
1044
Day & Ennis
Georgia
$324K -$2.17K -45 -0.6%
HNWAG
1045
High Net Worth Advisory Group
Florida
$323K -$27.3K -567 -7%
HLOC
1046
H.L. Ormond & Company
North Carolina
$323K +$42.5K +883 +14%
EFSCE
1047
Enterprise Financial Services Corp (EFSC)
Missouri
$322K -$213K -4,423 -37%
RMDI
1048
R.M. Davis Inc
Maine
$322K -$92.4K -1,921 -21%
SAMT
1049
Select Asset Management & Trust
Pennsylvania
$321K -$36.6K -761 -9%
AW
1050
ACG Wealth
Georgia
$320K +$144 +3 +0%
40 41
42
43 44